See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,558 | $104,664-13.5% | $85,682+5.7% | $167,490-45.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.86% | 21.45%-5.6pp | 21.49%-5.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,354 | $3,337-29.5% | $2,618-10.1% | $4,837-51.3% |
| Participant deferral / active EE | $6,241 | $4,824+29.4% | $3,923+59.1% | $6,341-1.6% |
| Admin fee / account holder | $27,777 | $10,032+176.9% | $6,873+304.1% | $12,309+125.7% |